Schneider Electric : It's not just about data centers!
With an average organic revenue growth of >7.5% a year and a 190bp improvement in the adjusted EBITA margin by 2028, the group has a best-in-class growth profile. We do not believe that demand for data centers will decline between now and 2030, although it should normalise. We estimate that data centers will contribute just 35% of this growth in revenue, and that other segments are attractive (software, services, infrastructure). Outperform rating confirmed, target price lifted to € 274 (from € 265)Schneider Electric is engaged in energy management. Co. is organized into four areas: Buildings and Partner, Infrastructure, Industry and IT; and operates in four principal markets: non-residential & residential buildings, utilities & infrastructure, industry & machine manufacturers and data centers & networks. The non-residential and residential buildings market includes end-users, property developers, design firms, and systems integrators. The utilities and infrastructure market includes energy operators. The industries market serves end users and companies, and engineering firms. The data centers and networks contain servers that process and store digital data in secure rooms.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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